SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,196
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.21M
3
+$4.05M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.42M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.27M

Top Sells

1
+$1.95M
2
+$1.58M
3
+$1.36M
4
ROK icon
Rockwell Automation
ROK
+$1.32M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.1M

Sector Composition

1 Technology 15.16%
2 Healthcare 10.87%
3 Financials 8.99%
4 Consumer Discretionary 6.6%
5 Communication Services 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$91K 0.01%
814
427
$91K 0.01%
3,209
428
$90K 0.01%
500
429
$90K 0.01%
893
430
$89K 0.01%
880
-138
431
$89K 0.01%
4,634
-1,463
432
$88K 0.01%
3,000
-300
433
$87K 0.01%
1,439
434
$87K 0.01%
2,413
+1
435
$85K 0.01%
435
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436
$84K 0.01%
180
437
$84K 0.01%
2,877
438
$83K 0.01%
2,100
+515
439
$82K ﹤0.01%
1,196
440
$82K ﹤0.01%
3,500
441
$81K ﹤0.01%
485
442
$80K ﹤0.01%
3,010
+400
443
$80K ﹤0.01%
6,141
444
$78K ﹤0.01%
859
+50
445
$78K ﹤0.01%
945
446
$77K ﹤0.01%
1,668
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447
$76K ﹤0.01%
646
448
$76K ﹤0.01%
307
-51
449
$75K ﹤0.01%
2,250
450
$75K ﹤0.01%
3,675
+400
16 17
18
19 20